Intelligent, proactive and fiercely accommodating.
David is a Chartered Financial Planner. He has worked in Financial Services since 1988 and joined Attivo in 2021.
David is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. David holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. David holds the following Advanced Financial Planning Papers:
Financial planning: David builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.